Art Somma asked us, “Hi, anyone using social magnet, and is it still being updated with new content?” Social Magnet has moved into Agent CRM (only one login!) and yes it is being updated with new content! Here’s the link to request the Social Planner…
BGadmin
1 Min Read
Heritage Life Solutions asked us, “Can you use your personal cell number inside your Agent CRM account for text/phone correspondence or is it required to use the Twilio number assigned to you?” “If you want any of the automation to work, you’ll have to…
BGadmin
1 Min Read
Greg Crawford asked us, “QUESTION: How do you use your domain for your landing pages without disrupting my main site on WordPress? I connected my domain to Agent CRM but then my www.mainsite was redirecting to a landing page inside Agent CRM.” “Use sub-domains for…
BGadmin
1 Min Read
Jesse Bradin asked us, “How do I get a pop up to – pop up immediately with no delay in a funnel build?” ” let me know if it helps: https://www.loom.com/share/cf8f77a66faa462fb690264faac9c61b”
BGadmin
1 Min Read
Zach Roberts asked us, “Been using the CRM for automated texts and emails. Does anyone recommend changing phone numbers to improve reach on texts. Since carriers mark numbers as spam that text more than normal. Thanks” “Yup, if calls are appearing as spam you can…
BGadmin
1 Min Read
Ryan Fogle asked us, “Hey everyone. I have some VAs cold calling for me from inside agent CRM. Are the calls recorded? If so how can I listen?” “1: https://www.loom.com/share/aea48bb6a8014132a7e6d20246115170 2: https://www.loom.com/share/79a842f44d87409887d27124f06d9078”
BGadmin
1 Min Read
Matthew Burleson asked us, “I am setting up an internal notification in one of my workflows. When I do that it is asking me to select a redirect page. I am not sure what this is. I have 3 options if that makes a difference:…
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